Sales Reps

Sage One Accounting allows you to analyse sales by sales reps. Their use is optional. Users can enter sales reps on each sales document once you decide to use them.

To access this feature, click on the Customers…Lists…List of Sales Reps option.

Click on the Add Sales Rep button to create a new sales rep:

Enter the details of the Sales Rep and click on the Save button.

Allocating a Sales Rep to a customer

Sage One Accounting allows you to allocate a sales rep to a customer masterfile.

You access this feature, click on the Customers…Lists…List of Customers option. Edit the customer that you want to link a Sales Rep to.

Select the Sales Rep from the Sales Rep drop down menu:

Processing with Sales Reps

When processing any customer documents, you have the option to select a sales rep that “belongs” to a customer or assisted the customer from the Sales Rep drop down menu. If there is a sales rep allocated to a customer, you have the option to change it on the invoice if another sales rep assisted the customer.